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Tempus Wealth Planning’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Tempus Wealth Planning’s Portfolio SPAB Stock Details SPAB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.43M Buy
95,267
+2,708
+3% +$69.1K 0.48% 52
2026
Q1 		$2.37M Buy
92,559
+2,621
+3% +$67.6K 0.54% 44
2025
Q4 		$2.32M Sell
89,938
-3,755
-4% -$97.2K 0.53% 45
2025
Q3 		$2.42M Buy
93,693
+2,436
+3% +$62.3K 0.56% 41
2025
Q2 		$2.34M Buy
91,257
+1,661
+2% +$42K 0.58% 43
2025
Q1 		$2.29M Sell
89,596
-8,689
-9% -$219K 0.68% 39
2024
Q4 		$2.46M Sell
98,285
-5,057
-5% -$129K 0.75% 37
2024
Q3 		$2.7M Sell
103,342
-4,628
-4% -$119K 0.99% 23
2024
Q2 		$2.71M Sell
107,970
-18,236
-14% -$455K 1.13% 18
2024
Q1 		$3.19M Sell
126,206
-85,503
-40% -$2.16M 1.4% 13
2023
Q4 		$5.43M Buy
211,709
+54,372
+35% +$1.34M 2.38% 7
2023
Q3 		$3.83M Buy
157,337
+1,606
+1% +$40K 1.92% 9
2023
Q2 		$3.95M Buy
155,731
+48,713
+46% +$1.25M 1.78% 9
2023
Q1 		$2.76M Buy
107,018
+11,135
+12% +$285K 1.35% 11
2022
Q4 		$2.41M Buy
95,883
+472
+0.5% +$11.8K 1.46% 13
2022
Q3 		$2.38M Sell
95,411
-785
-0.8% -$20.6K 1.59% 10
2022
Q2 		$2.54M Sell
96,196
-4,286
-4% -$114K 2.08% 7
2022
Q1 		$2.79M Buy
100,482
+1,450
+1% +$41.4K 1.99% 7
2021
Q4 		$2.93M Buy
99,032
+246
+0.2% +$7.32K 1.58% 12
2021
Q3 		$2.95M Sell
98,786
-11,153
-10% -$336K 1.67% 11
2021
Q2 		$3.3M Buy
109,939
+21,154
+24% +$631K 2.19% 6
2021
Q1 		$2.63M Sell
88,785
-107,608
-55% -$3.25M 2.79% 7
2020
Q4 		$6.05M Sell
196,393
-577
-0.3% -$17.7K 7.8% 4
2020
Q3 		$6.07M Buy
196,970
+2,001
+1% +$61.9K 8.78% 2
2020
Q2 		$6.02M Buy
194,969
+1,017
+0.5% +$31.1K 8.97% 2
2020
Q1 		$5.86M Sell
193,952
-2,145
-1% -$63.8K 9.6% 3
2019
Q4 		$5.76M Buy
+196,097
New +$5.78M 5.08% 4

Other funds holding SPAB

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

Tempus Wealth Planning's SPAB Position: Q2 2026 in Review

Tempus Wealth Planning increased its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 2.9% in Q2 2026, buying an estimated $69.1K and bringing the position to 95,267 shares worth $2.43M. The position accounts for 0.48% of the portfolio, ranked #52.

Tempus Wealth Planning first reported a position in SPAB in Q4 2019 and has held it in 27 quarters since. The position peaked at $6.07M in Q3 2020. 536 funds tracked by Wall St. Rank hold SPAB as of Q2 2026.

  • Tempus Wealth Planning held 95,267 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $2.43M as of Q2 2026.
  • Tempus Wealth Planning bought 2,708 State Street SPDR Portfolio Aggregate Bond ETF shares in Q2 2026, an estimated $69.1K.
  • State Street SPDR Portfolio Aggregate Bond ETF made up 0.48% of Tempus Wealth Planning's portfolio in Q2 2026, its #52 holding.
  • Tempus Wealth Planning first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q4 2019 and has held it in 27 quarters since.
  • Tempus Wealth Planning's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $6.07M in Q3 2020.
  • 536 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q2 2026.

Based on Tempus Wealth Planning's 13F filing for Q2 2026, filed 22 Jul 2026.